CIK: 0001802451
申告総資産額
$2.5億
上位200銘柄を表示中（全587銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 36.31% | +0.22% | +0.83% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 8.42% | +0.18% | -3.60% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.39% | +0.14% | -2.54% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.44% | +0.37% | +2.86% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.24% | +0.13% | -1.15% | |
| 6 | WFC | Wells Fargo & Co | 株式-金融 | 2.67% | -0.39% | +0.01% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.58% | +0.10% | +2.36% | |
| 8 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 2.50% | +0.09% | -1.43% | |
| 9 | PFMTUSD | Performant Financial CORP | 株式-その他 | 1.37% | — | +8.27% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.21% | -0.10% | +0.32% | |
| 11 | ATRC | Atricure INC | 株式-その他 | 0.96% | -0.38% | +664.11% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.90% | — | +0.69% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.88% | -0.07% | +45.75% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.05% | +1.36% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.80% | — | +976.52% | |
| 16 | NEO | Neogenomics INC | 株式-ヘルスケア | 0.77% | -0.97% | +2993.33% | |
| 17 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.68% | -0.23% | +87.11% | |
| 18 | USB | US Bancorp | 株式-金融 | 0.68% | — | +1.33% | |
| 19 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.67% | — | +87.02% | |
| 20 | TNDM | Tandem Diabetes Care INC | 株式-その他 | 0.66% | -0.04% | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | +8.67% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.64% | — | +9.56% | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.56% | -0.06% | +20.30% | |
| 24 | CRNX | Crinetics Pharmaceuticals In | 株式-その他 | 0.54% | -0.11% | +16.15% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.51% | — | -1.73% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +45.61% | |
| 27 | 260 | Centessa Pharmaceuticals-adr | 株式-その他 | 0.51% | +1.42% | — | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.50% | — | +5.87% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | — | |
| 30 | PLRX | Pliant Therapeutics INC | 株式-その他 | 0.44% | — | +58.82% | |
| 31 | FNAUSD | Paragon 28 INC | 株式-その他 | 0.40% | — | — | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.38% | — | -3.27% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.38% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | -0.07% | -6.89% | |
| 35 | XEL | Xcel Energy INC | 株式-公益事業 | 0.37% | +0.03% | +1.15% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | +0.04% | -1.97% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.36% | — | -6.27% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.35% | — | -3.32% | |
| 39 | AUPH | Aurinia Pharmaceuticals INC | 株式-その他 | 0.31% | — | +21.28% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.30% | — | +1.82% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | -0.04% | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.25% | — | — | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.24% | — | -5.00% | |
| 44 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.24% | — | +0.02% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.06% | +2.52% | |
| 46 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.21% | — | +0.53% | |
| 47 | PRTA | Prothena Corporation plc | 株式-その他 | 0.20% | — | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.20% | — | — | |
| 49 | KRMD | Koru Medical Systems INC | 株式-その他 | 0.19% | -0.08% | — | |
| 50 | PRLB | Proto Labs INC | 株式-その他 | 0.18% | — | — |